Phillip O'Brien Email & Phone Number
Financial Consultant @ Fidelity Investments
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Phillip O'Brien Location
- Boston, MA, US
Phillip O'Brien Work
- Financial Consultant @ (September 2024 - Present)
- Investment Solutions Consultant @ (October 2020 - September 2024)
- Portfolio Specialist @ (March 2019 - October 2020)
- Financial Consultant @ (February 2018 - February 2019)
- Financial Advisor @ (July 2014 - February 2018)
- Investment Specialist @ (July 2010 - July 2014)
Phillip O'Brien Education
- Bridgewater State University
Bachelor of Science (Business Management)
2004-2009 - Kansai University
Phillip O'Brien Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg Terminal
- Bonds
- CRPC
- Customer Service
- ETFs
- FINRA
- Financial Analysis
- Financial Modeling
- Financial Services
- Financial Statements
- Fixed Annuities
- Fixed Income
- Fixed Income Strategies
- Grant Writing
- IRAs
- Institutional Investments
- Insurance
- Investment Strategies
- Investments
- Life Insurance
- Manage Client Relationships
- Municipal Bonds
- Mutual Funds
- Portfolio Management
- Presentations
- Proposal Writing
- Public Speaking
- Retirement
- Retirement Planning
- Sales
- Series 63
- Series 66
- Series 7
- Structured Products
- Trading
- US Treasuries
- Uniform Combined State Law
- Variable Annuities
- Workshop Facilitation
Phillip O'Brien Summary
- Phillip O'Brien, based in Boston, MA, US, is currently a Financial Consultant at Fidelity Investments. Phillip O'Brien brings experience from previous roles at Fidelity Investments, Santander US and Merrill Edge. Phillip O'Brien holds a 2004 - 2009 Bachelor of Science in Business Management @ Bridgewater State University. With a robust skill set that includes Asset Allocation, Asset Management, Asset Managment, Bloomberg Terminal, Bonds and more. Phillip O'Brien has 2 emails and 5 mobile phone numbers on RocketReach.
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